13F Filings History of BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$161,523,641
Signature - Title
David N. Smith - Chief Compliance Officer
Location
South Miami, FL
Summary
This page shows a list of all the recent 13F filings made by BRIDGE GENERATIONS WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported 129 stock holdings with total value $161,523,641 as of Q4 2025. Top holdings included DFAC, DFAT, SPTI, MUB, and DFGR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 129 $161,523,641 +$12,992,325 -$2,945,790 +$10,046,535 DFAC, DFAT, SPTI, MUB, DFGR 13F-HR 10 Feb 2026, 14:32
Q3 2025 134 $150,559,361 +$9,711,450 -$32,466,983 -$22,755,533 DFAC, DFAT, SPTI, DFGR, DFGP 13F-HR 06 Nov 2025, 16:17
Q2 2025 127 $164,891,589 +$4,577,845 -$8,680,718 -$4,102,873 DFAC, DFAT, DFGR, DFEM, SPTI 13F-HR 17 Jul 2025, 17:45
Q1 2025 151 $159,270,320 +$22,869,101 -$14,601,546 +$8,267,555 DFAC, DFAT, DFGR, TLH, SPTI 13F-HR 01 May 2025, 10:37
Q4 2024 97 $151,412,740 $0 $0 $0 DFAC, DFAT, TLH, DFGR, DFGP 13F-HR 13 Feb 2025, 15:49